Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$305K Sell
2025
Q1
$487K Sell
2024
Q4
$538K Sell
2024
Q3
$569K Hold
2024
Q2
$623K Hold
2024
Q1
$578K Hold
2023
Q4
$568K Sell
2023
Q3
$613K Sell
2023
Q2
$587K Buy
2023
Q1
$558K Hold
2022
Q4
$553K Sell
2022
Q3
$596K Sell
2022
Q2
$739K Hold
2022
Q1
$776K Buy